Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.
Episodes
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023
Speakers:
Nicolaie Alexandru, EM, Economic and Policy Research
Katherine Marney, Emerging Markets Economic and Policy Research
Katie Marney and Nicolaie Alexandru discuss recent developments in the EM Edge economies, including the 2024 economic outlook. Growth is forecast to improve in about half of the EM Edge economies, mainly due to countries recovering from past crisis and shocks. Growth will improve despite tighter fiscal policy and higher interest rates. Inflation is forecast to fall that opens space for monetary easing, outside of Africa where FX depreciation, high inflation and financing strains are putting pressure on policymakers to maintain high rates. Strong official sector support mitigates risks to growth and funding risks for many frontiers. Against this backdrop, the external context will be important in guiding the outlook for frontiers next year.
This podcast was recorded on Dec. 5, 2023.
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